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Join date: Dec 1, 2020
Posts (4)
Jun 6, 2025 ∙ 7 min
JAMES STECHLY, PFP®, CFP®, Financial Planner, Investment & Retirement Planning, RBC Financial Planning, Royal Mutual Funds Inc., RBC, Cranbrook, BC
JAMES STECHLY “Specializing in financial planning for the life events that matter most – so...
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Jan 7, 2025 ∙ 6 min
LOUSIE JACOBS, PFP, FMA, Senior Wealth Consultant, IG Wealth Management, Edmonton, Alberta
LOUSIE JACOBS “Prioritizing transparency and client needs. I believe that “integrity” is more than a buzz word – it’s...
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Sep 19, 2024 ∙ 9 min
David Harris, CFP® CIM® Portfolio Manager, Green Private Wealth, Harbourfront Wealth Management
DAVID HARRIS “Financial security comes with prudent investing, financial...
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APRIL POTTER
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